Centime Ideas

Intake form guidelines & best practices

Add a new idea Subscribe
Status In progress
Categories Foundation Payables
Created by Stella Rafaelidys
Created on Mar 6, 2023

RELATED IDEAS

Notification link for proper entity

Approval email: When you have multiple GL entities. It is unclear what entity the approval is required for:

  • Email does not say what entity it is for

  • The approval email link sends user to the GL account they were previously in and not the GL account with the approval request. It should take you right to that approval action.

image.png
image.png
image.png
Open full size
image.png
Open full size
image.png image.png
Impact?

ALL clients with multiple entities - VERY CONFUSING

Client / Prospects AWAITING (internal only) Louisville City FC, Yona
  • Attach files
  • Admin
    Stella Rafaelidys
    Reply
    |     May 3, 2024

    Thanks @Andrew Waters this is very helpful.

  • Admin
    Andrew Waters
    Reply
    |     May 2, 2024

    @Stella Rafaelidys @Guest FYI, in R 53 (5/9) a bug fix is going out to include the entity name in the email. The approval link will still send users to the entity they last logged into however.

  • Admin
    Stella Rafaelidys
    Reply
    |     Apr 18, 2024

    @Andrew Waters this is super important for users with multiple entities. Yona has no idea what entity approval requests are coming from.

    At the very least the approval email needs to say what entity it is for.

  • Admin
    Stella Rafaelidys
    Reply
    |     Sep 28, 2023

    Here is a screen shot of how it works -

    image.png
    image.png
    Open full size
    image.png
  • Admin
    Stella Rafaelidys
    Reply
    |     Sep 28, 2023

    This should be populated in the email body today. You can confirm in customer.io.